Purchases and Sales Made in Q2 2025 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q2 2025. The information is specifically focused on institutions that hold shares of DOMINION ENERGY, INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-646- 0.57% |
$32.1K - $37.5K
|
113K
$6.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-647- 11.81% |
$32.1K - $37.5K
|
4.83K
$284K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-658- 7.99% |
$32.7K - $38.2K
|
7.58K
$446K
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-668- 1.84% |
$33.2K - $38.7K
|
35.7K
$2.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-681- 12.07% |
$33.8K - $39.5K
|
4.96K
$292K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-685- 6.84% |
$34K - $39.7K
|
9.33K
$549K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-700- 3.32% |
$34.8K - $40.6K
|
20.4K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-708- 12.24% |
$35.2K - $41.1K
|
5.08K
$299K
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-710- 14.8% |
$35.3K - $41.2K
|
4.09K
$241K
|
|
|
Jul 30, 2025
Q2 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-715- 5.69% |
$35.5K - $41.5K
|
11.8K
$697K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-722- 2.76% |
$35.9K - $41.9K
|
25.4K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-755- 13.83% |
$37.5K - $43.8K
|
4.71K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-769- 13.32% |
$38.2K - $44.6K
|
5.01K
$295K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-771- 4.88% |
$38.3K - $44.7K
|
15K
$885K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-800- 0.41% |
$39.7K - $46.4K
|
193K
$11.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-806- 4.11% |
$40K - $46.7K
|
18.8K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-807- 15.12% |
$40.1K - $46.8K
|
4.53K
$267K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-834- 0.38% |
$41.4K - $48.4K
|
217K
$12.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-853- 7.86% |
$42.4K - $49.5K
|
10K
$589K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-864- 2.53% |
$42.9K - $50.1K
|
33.3K
$1.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-866- 6.0% |
$43K - $50.2K
|
13.6K
$798K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-873- 4.48% |
$43.4K - $50.6K
|
18.6K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-914- 6.56% |
$45.4K - $53K
|
13K
$766K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-922- 1.46% |
$45.8K - $53.5K
|
62.4K
$3.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-978- 1.01% |
$48.6K - $56.7K
|
96K
$5.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-990- 2.97% |
$49.2K - $57.4K
|
32.3K
$1.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-995- 18.65% |
$49.4K - $57.7K
|
4.34K
$255K
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1K- 9.83% |
$49.8K - $58.2K
|
9.2K
$541K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.02K- 4.75% |
$50.5K - $59K
|
20.4K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-1.03K- 18.93% |
$51.3K - $60K
|
4.43K
$261K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.04K- 6.83% |
$51.4K - $60.1K
|
14.1K
$832K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.04K- 5.43% |
$51.5K - $60.2K
|
18.1K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.05K- 1.58% |
$52.3K - $61.1K
|
65.6K
$3.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.06K- 31.85% |
$52.6K - $61.5K
|
2.27K
$133K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.08K- 2.72% |
$53.7K - $62.7K
|
38.7K
$2.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.11K- 20.48% |
$55.2K - $64.4K
|
4.32K
$254K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.12K- 10.32% |
$55.8K - $65.1K
|
9.76K
$575K
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-1.13K- 7.42% |
$56.1K - $65.5K
|
14.1K
$829K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.13K- 5.38% |
$56.3K - $65.8K
|
20K
$1.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.14K- 58.02% |
$56.6K - $66.1K
|
824
$48.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.15K- 43.8% |
$57.2K - $66.8K
|
1.48K
$86.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.18K- 15.91% |
$58.6K - $68.4K
|
6.24K
$367K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.18K- 0.7% |
$58.6K - $68.4K
|
168K
$9.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.19K- 16.92% |
$59K - $69K
|
5.84K
$344K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.2K- 7.54% |
$59.7K - $69.7K
|
14.7K
$868K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.22K- 24.53% |
$60.3K - $70.5K
|
3.74K
$220K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.28K- 9.51% |
$63.7K - $74.4K
|
12.2K
$718K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-1.28K- 23.1% |
$63.7K - $74.4K
|
4.27K
$251K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.29K- 8.07% |
$64.2K - $74.9K
|
14.7K
$866K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.3K- 4.88% |
$64.3K - $75.1K
|
25.2K
$1.48M
|